Hi,
Easy one!

I have admin rights and setup a new user profile.
I want to remove the object "Projects" from the menu as shown here.  I do not want the profile to have access to "projects".
https://www.screencast.com/t/45XxgfWWKBVL

I was shown a very simple way to remove this but cant remember.
Presumably, I simply edit the "profile" but I can seem to find the precise place.

How to I remove this heading from the screen for my new profile?

Thanks folks,

We are currently using https://parserr.com to extract data from our excel files (lists of leads we receive from our website and other lead sources) into Salesforce.

It works really well, but we've hit the limits of their free plan (https://parserr.com/#pricing)

Can anyone suggest an alternative?

Hi all,

I'm putting together an externally-facing site Page in Salesforce using Apex and Visualforce, but I'm still learning. What I'm trying to do is create a page that our marketing reps can give people a URL to and have them enter contact info directly into our SF org (people they meet at trade shows, etc.).

I've put together this much so far (assume the <apex:page> code is there with the sidebar and headers turned off so we can use our own header and footer):  

CreateContact.vfp Visualforce page

                <!-- Begin Visualforce code -->
                <apex:sectionHeader subtitle="Create a Contact" />
                <apex:form style="margin-left: 210px; margin-top: 50px; margin-bottom: 100px; margin-right: 210px;">
                    <apex:pageMessages />
                    <apex:pageBlock title="New Contact Entry">
                        
                        <apex:pageBlockButtons >
                            <apex:commandButton action="{!save}" value="Save"/>
                        </apex:pageBlockButtons>

                        <apex:pageBlockSection showHeader="false" columns="2">
                            <apex:inputField value="{! Contact.FirstName }" />
                            <apex:inputField value="{! Contact.LastName }" />
                            <apex:inputField value="{! Contact.Email }" />
                            <apex:inputField value="{! Contact.Phone }" />
                        

Select all Open in new window

…

I am having a hard time trying to figure out how to take a quote and convert it into an order in SalesForce.  What I want to accomplish is after I have quoted something with line items and all.  Once the quote gets accepted I then want to convert that into an order.  Carrying over all the line items and account information.  I am trying process builder and got the order created but just basic data is there.  I need all the data from the quote to carry over.

Is there anyone that can assist me with this.

I am trying to set up a Select All Checkbox on the Salesforce CPQ Steelbrick.

Okay, so this is what I did:
 
I created a Select All checkbox field on the Product Option Page.
 
Then I created a new Configuration Attribute called Select All Checkbox.
These are the settings that I have set up.

This is how it's displayed on the Quote Line Editor.
 
All I need now is for when it's selected to select all the Products in the bundle.
 
So, I tried setting up a product rule according to the resources that I found. My settings are as follows.

I also added the Configuration Rule to the Bundle as well.

I think it might have something to do with the Error Condition.
This is how I have the condition set up. I don't know if it is accurately checking if the checkbox is checked or not so it can fire the rule. Maybe setting the value to True isn't the right value?

Any help is appreciated. Thanks!

We have a Salesforce instance (cloud) and a JIRA (inhouse) server. I want to push data from Salesforce to JIRA using REST. The problem is our firewall. We want to leverage an existing URL that we already use to PUSH Salesforce data to an inhouse app using SOAP. Let's pretend this url is https://salesforcein.myco.com.  The standard REST url for JIRA is jira.myco.net/rest/api

How can I hit https://salesforcein.myco.com from outside and somehow bridge it over to jira.myco.net/rest/api  ? I'm not a network guy but I plan on forwarding the solution to our network guys.

Thanks
Mike

We have a requirement to migrate data from Salesforce to Salesforce after applying Business transformation rules. We are planning to use SSIS for the same. We are also exploring options to connect directly to Salesforce source. If you have experienced or explored such options (direct connectivity or via 3rd party tools, etc.) could you please help?

Hi All,

could someone please answer this if they wouldn't mind.
i am trying to figure out how does Salesforce handle bandwidth within their environment. as such Rapid Elasticity and Resource pooling within their SaaS

I need some free (or cheap) Mac or Web tool that lets me manage contacts, and then creates a todo list each day, for days when I have follow-up.

I guess in the same genre as a sales tool like SaleForce. But much much simpler and preferably free.

Suggestions?

Thanks

Hi all,

We just got Salesforce here, and our account reps are interested in a page that would exist outside the login but allow people to enter their data into Contacts (like name, phone, email, and company or something like that).

The idea is that they want to post a QR code at their table at a conference or whatever and allow people to just use it to navigate to this page to request more information from us on products. The issue isn't the QR code, obviously, it's the outside-the-login page. I'm not seeing anything that would indicate a way to do that within Salesforce, and that we'd have to develop a web page that would feed that info TO Salesforce.  

Please advise!

I see there are very low cost CRM solution using Open Source. How about with Multi-Level-Marketing?

The cost threshold for MLM seems steep. But it cold be interesting if there were another low cost entry point, like there seems to be with CRM.

Thanks

I look at this list and see what I thought were low prices, but I thought "users" were admins. I expect to have thousands of sales people, maybe 10,000 even, paying perhaps a $10/month fee. And most of that fee needs to go to cover my management costs, not the costs of my CRM service.

http://blog.capterra.com/free-and-open-source-crm/

I guess I just don't get the pricing. Are salesmen users? If so, only this one works:

Even Really Simple Systems costs $8 per user.

I seriously think I need that open source option where all I need to do is host it. Sugar, the predecessor to SugarCRM. Please tell me about that one. And is it difficult to support it?

Can any of these help me?

http://www.softwareadvice.com/crm/visit-website/?url=customer-relationship-management-software&target=open%20source%20crm&ad_id=120106281186&matchtype=e&gclid=CJjgg8Xy7M4CFUEmhgodIGIG1Q

Thanks

I am hoping to get this setup without having to setup an internal IIS SMTP server.  Does anyone know the procedure for getting this setup correctly?

Currently when sending email from salesforce it is sent on behalf of the user.  All users have Office 365 mailbox.  I have configured a connector in Office 365 which allows it to work when sending email to company users but when sending to external it fails.